Institutional Manager · CIK 0001044929
ATWOOD & PALMER INC
KANSAS CITY, MO · File #028-06528
Latest AUM
$1.76B
Positions
488
Top-10 Concentration
36.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | HOULIHAN LOKEY INC | HLI | +69,960 | +$12.2M | $0 |
| NEW | CENTRAL BANCOMPANY | CBC | +295,050 | +$7.1M | $0 |
| ADD | ISHARES TR | 464287457 | +29,736 | +$2.5M | -$93,080 |
| ADD | JANUS DETROIT STR TR | 47103U738 | +41,500 | +$2.2M | +$500,478 |
| ADD | JANUS DETROIT STR TR | 47103U845 | +42,252 | +$2.1M | -$212,843 |
| ADD | AMERICAN CENTY ETF TR | 025072703 | +20,900 | +$1.7M | +$2.5M |
| ADD | JANUS DETROIT STR TR | 47103U746 | +25,956 | +$1.4M | -$138,192 |
| ADD | PALMER SQUARE FUNDS TRUST | 696930106 | +65,132 | +$1.3M | +$43,698 |
| ADD | BONDBLOXX ETF TRUST | 09789C747 | +24,248 | +$1.3M | -$196,533 |
| REDUCE | ALPHABET INC | GOOG | -3,971 | -$1.2M | +$17.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025488 pos · $1.76B
- 13F HOLDINGS REPORTQ/E Sep 2025489 pos · $1.70B
- 13F HOLDINGS REPORTQ/E Jun 2025514 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Mar 2025441 pos · $1.44B
- 13F HOLDINGS REPORTQ/E Dec 2024469 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Sep 2024472 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Jun 2024436 pos · $1.32B
- 13F HOLDINGS REPORTQ/E Mar 2024415 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Dec 2023425 pos · $1.14B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 444,613 | $79.0M | 4.90% |
| 2 | ALPHABET INC | GOOG | 243,574 | $76.4M | 4.74% |
| 3 | AMERICAN CENTY ETF TR | 025072703 | 757,012 | $62.3M | 3.86% |
| 4 | JANUS DETROIT STR TR | 47103U738 | 1,102,583 | $59.2M | 3.67% |
| 5 | ISHARES TR | 464287457 | 694,971 | $57.6M | 3.57% |
| 6 | JANUS DETROIT STR TR | 47103U845 | 1,106,508 | $56.0M | 3.47% |
| 7 | AMERICAN CENTY ETF TR | 025072604 | 664,423 | $51.2M | 3.17% |
| 8 | UNITED RENTALS INC | URI | 58,396 | $47.3M | 2.93% |
| 9 | LEIDOS HOLDINGS INC | LDOS | 259,898 | $46.9M | 2.91% |
| 10 | ABBVIE INC | ABBV | 194,376 | $44.4M | 2.75% |
| 11 | GILEAD SCIENCES INC | GILD | 349,835 | $42.9M | 2.66% |
| 12 | CISCO SYS INC | CSCO | 521,778 | $40.2M | 2.49% |
| 13 | FIFTH THIRD BANCORP | FITBP | 843,928 | $39.5M | 2.45% |
| 14 | PALMER SQUARE FUNDS TRUST | 696930106 | 1,901,096 | $39.2M | 2.43% |
| 15 | BONDBLOXX ETF TRUST | 09789C747 | 752,065 | $39.1M | 2.43% |
| 16 | AMERIPRISE FINL INC | 03076C106 | 77,062 | $37.8M | 2.34% |
| 17 | JANUS DETROIT STR TR | 47103U746 | 684,089 | $35.6M | 2.21% |
| 18 | AMERICAN CENTY ETF TR | 025072364 | 488,185 | $34.8M | 2.16% |
| 19 | MERCADOLIBRE INC | MELI | 17,244 | $34.7M | 2.15% |
| 20 | D R HORTON INC | 23331A109 | 237,871 | $34.3M | 2.12% |